Client Resources
Client Forms
Client Information Sheet: All clients, new and current, business and individual taxes, need to fill out this sheet each tax year.
General Tax Questionnaire: This questionnaire is an example of the questions we need answered to complete your taxes, please fill it out to expedite your return completion.
Checklist Documents
Personal Tax Document Checklist: Individual returns.
Schedule C Tax Document Checklist: Businesses run under your SSN.
Schedule E Tax Document Checklist: Rental properties.
Business Tax Checklist: All business return types.
IRS Track Your Refund Status
Visit the IRS website. You will need the following information to track your refund.
- Social Security Number
- Filing Status
- Refund Amount
Utah Track Your Refund Status
Visit the Utah TAP website. You will need the following information to track your refund.
- Social Security Number
- Filing Status
- Refund Amount
Pay Federal Taxes Online
Visit the IRS website. You will need the following information to pay your federal taxes.
- Personal information
- Address used to file your tax
- Ensure your taxes have been filed.
Pay Utah State Taxes Online
Visit the Utah State website. You will need the following information to pay your state taxes.
- Personal information
- Address used to file your tax
- Ensure your taxes have been filed.
Social Security Administration
Visit the Social Security Administration website to about retirement, disability, and social security.